Fidelity National Financial
562 hedge funds and large institutions have $9.42B invested in Fidelity National Financial in 2021 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 190 increasing their positions, 181 reducing their positions, and 47 closing their positions.
95% more call options, than puts
Call options by funds: $41.9M | Put options by funds: $21.5M
87% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 47
7% more funds holding
Funds holding: 526 → 562 (+36)
5% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 181
0% more capital invested
Capital invested by funds: $9.41B → $9.42B (+$17.1M)
1.42% less ownership
Funds ownership: 83.93% → 82.51% (-1.4%)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$98.5M |
| 2 |
BlackRock
New York
|
+$92.2M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$69M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$46.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$91.4M |
| 2 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
|
-$66.4M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$51.7M |
| 4 |
Millennium Management
New York
|
-$51.2M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
-$46.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
601
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$2K | -56 | Closed |
|
|
RPWA
602
Regent Peak Wealth Advisors
Atlanta,
Georgia
| – | -$2K | -54 | Closed |
|
603
Jones Financial Companies
Des Peres,
Missouri
| – | -$1K | -30 | Closed |
|
|
VCG
604
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$1K | -24 | Closed |
|
|
PMFA
605
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$1K | -17 | Closed |
|
|
TWM
606
Tradition Wealth Management
Edina,
Minnesota
| – | -$1K | -17 | Closed |
|
|
AWA
607
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | +$38 | +1 | +4% |
|
|
BWM
608
Baystate Wealth Management
Boston,
Massachusetts
| – | +$380 | +10 | New |
|
FNF Hedge Fund Activity: Q1 2021 in Review
562 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q1 2021, worth a combined $9.42B — up 0.18% from $9.41B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new FNF positions and 47 closed out — a net gain of 41 holders — while 190 added to existing stakes and 181 trimmed.
The largest buyer was Cooke & Bieler, adding an estimated $98.5M. The largest seller was Assenagon Asset Management, cutting an estimated $91.4M.
- 562 institutional investors held Fidelity National Financial (FNF) as of Q1 2021, up from 526 in Q4 2020.
- Funds reported $9.42B of Fidelity National Financial stock for Q1 2021, up 0.18% quarter-over-quarter.
- 88 funds opened new Fidelity National Financial positions in Q1 2021 and 47 closed out, a net change of +41 holders.
- The largest Fidelity National Financial buyer in Q1 2021 was Cooke & Bieler, an estimated $98.5M added.
- The largest Fidelity National Financial seller in Q1 2021 was Assenagon Asset Management, an estimated $91.4M sold.
Based on aggregated 13F filings for Q1 2021.